Automation

paperwork

Subcontractor cover, checked every Monday.

At 08:00 every Monday an agent reads your subcontractor register. Anyone whose insurance or tickets end within 30 days is emailed for the new certificate, and anyone already lapsed is put on hold in BigChange, Joblogic or Simpro so they can't be booked onto a field service job.

how it runs
Built once in Agent Builder, then runs on its own.

how it runs

Describe it once, checked every Monday.

Describe the check in Agent Builder, test it on your register, then let it run at 08:00 every week.

01

Describe it

Say when to check, how far ahead to look and what happens to anyone lapsed. Agent Builder plans the steps.

One sentence to describe it

01 / 03

before and after

The same Monday morning, two ways.

Ridgeway's subcontractor register at 08:00, with three subcontractors' cover ending or already gone.

  1. Spotting it

    Without Centrus: Someone opens the register when they remember

    With Centrus: Read at 08:00 every Monday, 30 days ahead

  2. Asking for it

    Without Centrus: An email sent once, then forgotten

    With Centrus: Emailed for the certificate, and again a week later

  3. Lapsed cover

    Without Centrus: Volt Electrical booked onto a job without insurance

    With Centrus: Volt put on hold so nobody can book them

  4. On audit day

    Without Centrus: Gaps found when the client asks for proof

    With Centrus: Every subcontractor current, or on hold

questions

Questions about subcontractor cover

From your subcontractor register in Excel or SharePoint, or from the subcontractor records in your job system. It looks for insurance and trade tickets ending in the window you set, 30 days unless you say otherwise.

The subcontractor is marked on hold in BigChange, Joblogic or Simpro, so the desk can't book them onto a job until their cover is renewed. Someone in the office can lift the hold once the new certificate is in.

From your own Outlook or Gmail inbox, signed by the person you choose. Each one names the cover, the date it ends and what to send back, so the subcontractor knows exactly what's needed.

The renewed date goes on the register, by hand or by a second agent that reads the certificate from the email. Next Monday's check sees it and stops chasing. Anyone on hold stays on hold until someone in the office lifts it.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Subcontractor cover checked every Monday" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing